Retirement Plan Solutions Consultant

Ascensus; Texas; On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

401(k) match

Medical benefits (Medical, Dental, VIs

Job summary

Ascensus is seeking a Client Services Consultant to deliver expert retirement plan support to partners, intermediaries and plan sponsors. You will apply deep knowledge of retirement plans to resolve complex issues and provide consultative service, while partnering with Relationship Managers to drive client satisfaction and retention.

You will mentor colleagues, manage escalations, and maintain strong client relationships across departments while staying aligned with Ascensus Core Values of

Qualifications

• Bachelor's degree or equivalent work experience.
• 1–3 years direct client experience in Retirement Services preferred.
• ASPPA/CEBS certification or progress toward certification preferred.
• Excellent written and verbal communication, professional presentation and time management.

Responsibilities

• Provide consultative client service to partners, intermediaries and plan sponsors.
• Demonstrate retirement plan knowledge and Ascensus products to deliver solutions.
• Coach and mentor associates to ensure client expectations are met.
• Communicate clearly with clients and advisors across the service cycle.

Skills

Client service

Communication

Relationship management

Problem solving

Project management

Education

Bachelor's degree or equivalent

ASPPA/CEBS certification (preferred)

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Microsoft Access

Job description

Ascensus is seeking a Client Services Consultant to deliver expert retirement plan support to partners, intermediaries and plan sponsors. You will apply deep knowledge of retirement plans to resolve complex issues and provide consultative service, while partnering with Relationship Managers to drive client satisfaction and retention.

You will mentor colleagues, manage escalations, and maintain strong client relationships across departments while staying aligned with Ascensus Core Values of